Geoff Dunnett


Third-party-managed accounts: why, what and who?

The new Accounts Rules allows for firms to use TPMAs, as an alternative to holding client monies. This seminar will give insights on why firms are turning to TPMAs to remove their risk exposure and protect themselves from Accounts Rules breaches. With practical examples, show what using a TPMA is like in practice and give some flavour as to who is using them today and who will be tomorrow.